Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,063 | $97,732+110.8% | $83,831+145.8% | $135,380+52.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.31% | 1287.56%-1293.9pp | 850.99%-857.3pp | 519.81%-526.1pp |
| Employer contribution / active EE | $9,441 | $4,222+123.6% | $3,631+160.0% | $4,779+97.6% |
| Participant deferral / active EE | $10,505 | $4,683+124.3% | $4,082+157.4% | $5,609+87.3% |
| Admin fee / account holder | $4,761 | $6,675-28.7% | $5,479-13.1% | $10,828-56.0% |